Wills, Trusts & Estate Planning

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Description

Our firm provides individually tailored estate and gift plans to help our clients protect and preserve the assets they have accumulated over a lifetime. We represent individuals and families in trust, estate and guardianship matters.

As part of our estate planning practice, we assist clients in formulating a plan and prepare the documents necessary to implement that plan. The estate plan can be as simple as transferring the family home to as complex as dividing extensive accumulated assets. Wills, Living Trusts, Powers of Attorney, and Health Care Proxies are just some of the tools which we incorporate into the estate plans we develop.

When a loved one dies, we can assist surviving family members with the administration of the estate, probating of the wills, proper oversight of trusts, dealing with creditors, filing the necessary estate tax returns, minimizing estate tax and estate income tax, and transferring assets. Our primary goal is to protect the interest of the estate, its fiduciaries and its beneficiaries.

This can be an extremely difficult time for individuals as the stressors of everyday life do not simply disappear affording you the time to clearly work your way through this often complicated process. Our approach to these matters is to deliver high quality legal services in a compassionate, attentive, and cost-effective manner.